Projects

Learn about how to transfer project in Pryme Intercompany Project

less than a minute

An intercompany project is created the same way as any other project. The project is only transferred when the companies to which the project should be sent are selected, even if the topic publishes to all companies.

Steps to Send a Project to Another Company:

Choose the 🔎 icon, enter Project list, and select the related link.
Select the project to send. Navigate to Send to company under the Action tab.
Select the companies to which the project should be transferred.
Unmarking a company will stop updates to that company but will not delete the project.

Troubleshooting Missing Companies in the List:

Verify the receiving company is set up as a Party.
Confirm the Topic allows projects for that party.
Update the Subscription (IDM) in the receiving company.

If Allowed On-Demand Publish is set to FALSE on the Topic, all projects will transfer automatically without selection.

Note!

Only users with USER IDMYME permission can select to transfer a project through the Intercompany automation.
Tasks must only be added in the company that owns the project, not in the receiving company.